Why should you invest in this smallcase?

A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.


The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.


The bond allocation helps with managing market volatility and providing stability to the portfolio.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Flameback Capital

Past Performance vs 

Equity Large Cap

1m3m6m1y2y3ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Jul 11, 2016

would be
Static Allocation
₹ 176.59
Equity Large Cap
₹ 215.84
20172018201920202021100120140160180200

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns